Making a Proposal live

Making a Proposal live

Watch this short video on how to make your digital proposal live.

  1. Go to the Prospects section
    1.  From the main dashboard, click Convert > Proposals tab.
    2. Select the desired proposals you want to make live from the list.
    3. You can use the filter proposals or search feature to find a specific proposal.

  1. Make the Proposal live
    1. Hover your mouse on the desired proposal you want to make live.
    2. Click the three dotted icon under Status column.
    3. Select Change Status.
    4. Change the Status to Live.

  1. Share and Edit
    1. Once live, the proposal remains editable
    2. A shareable link becomes available that you can share with your clients.

Video Guide



Info
If you wish to have a custom domain with your shareable link within your website, contact us support@arosoftware.com